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McKinley Carter Wealth Services’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

McKinley Carter Wealth Services’s Portfolio HYXF Stock Details HYXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,971
Closed -$315K – 304
2024
Q2 		$315K Buy
6,971
+60
+0.9% +$2.71K 0.02% 250
2024
Q1 		$316K Sell
6,911
-2,054
-23% -$93.3K 0.02% 252
2023
Q4 		$408K Sell
8,965
-1,851
-17% -$80.8K 0.03% 224
2023
Q3 		$467K Sell
10,816
-192
-2% -$8.42K 0.04% 206
2023
Q2 		$485K Sell
11,008
-2,362
-18% -$104K 0.04% 208
2023
Q1 		$593K Sell
13,370
-238
-2% -$10.5K 0.05% 188
2022
Q4 		$588K Sell
13,608
-109
-0.8% -$4.72K 0.05% 184
2022
Q3 		$578K Sell
13,717
-66
-0.5% -$2.95K 0.05% 173
2022
Q2 		$600K Buy
13,783
+1,017
+8% +$46.6K 0.05% 175
2022
Q1 		$620K Buy
12,766
+3,558
+39% +$176K 0.05% 182
2021
Q4 		$475K Buy
+9,208
New +$476K 0.04% 195

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

McKinley Carter Wealth Services's HYXF Position: Q3 2024 in Review

McKinley Carter Wealth Services sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q3 2024, closing a stake of 6,971 shares — an estimated $315K sold.

McKinley Carter Wealth Services first reported a position in HYXF in Q4 2021 and held it in 11 quarters. The position peaked at $620K in Q1 2022. 60 funds tracked by Wall St. Rank hold HYXF as of Q3 2024.

  • McKinley Carter Wealth Services reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,971 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2024, an estimated $315K.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • McKinley Carter Wealth Services's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $620K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2024, filed 16 Oct 2024.